Q. My husband is a handy DIYer, and it has saved us lots money, in many instances. Now, he is insisting on doing our Estate Planning documents, including our Wills and our Financial Powers of Attorney, on his own. I am glad he wants to take the initiative, but I am thinking that this is […]
When A Trust is Ambiguous
Q. I have been married to my second husband, Tony, for 10 years. We have two children together and three from both of our previous marriages. I am very close with my mother-in-law, Isabella who recently moved in with us and helps with the children. She is very grateful that she and I have such […]
He Built Me a She-Shed, and Now He Wants to DIY Everything!
Q. My husband, James, retired last year after 35 years of teaching middle school history. He loved to teach, so in his spare time, he now tutors students. Besides tutoring, he loves working with his hands, so he became a Do-it-Yourselfer. To my surprise, for my 60th birthday, he built me a “she-shed,” where I […]
Even Experts Need an Elder Law Attorney
Laura Katz Olson, 71, is an academic, who is quite knowledgeable about Medicare and Social Security. In fact, she taught health-care policy for decades at Lehigh University in Pennsylvania. She considers herself an elder-care expert. But things got challenging even for her when her own mother’s health began to fail and she needed to plan […]
Don’t Attempt this on Your Own
Image from Scientific American Q. My Aunt Linda is very stubborn. She has been divorced twice, has three kids, two step-children, and a grandchild on the way. She did her estate planning documents when she was married to her first husband, and insists on making updates to them with a red pen. I told her that […]
Help Someone Else and You Might Go to Jail
Ray is a loving father and a good friend who enjoys helping others. He helped his son build a deck, assisted his friend in finding a home, and even does his daughter’s taxes on Turbo Tax each year. However, when it comes to estate planning, incapacity planning, and/or Medicaid planning, Ray realized he could not […]